Can Notes and/or Attachments from Salesforce Opportunity be added to a Workfront Project via Fusion? | Community
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A
AllisonSi
Level 2
June 5, 2020
Question

Can Notes and/or Attachments from Salesforce Opportunity be added to a Workfront Project via Fusion?

  • June 5, 2020
  • 3 replies
  • 1203 views

My teams utilize notes and attachments sections on Salesforce Opps, sometimes, we'd like those notes/attachments to automatically be added to the Documents section of a Workfront project.

Has anyone tried this/knows if it's possible to do?

Thanks so much!

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    3 replies

    kynabaker16
    Adobe Employee
    kynabaker16Adobe Employee
    Adobe Employee
    July 8, 2020

    Hey Allison!

    Just seeing this post again and realized we have a Fusion 2.0 group that would be a great place to ask this question!

    Have you joined @Workfront Fusion 2.0‚ yet?

    Thanks!

    Kyna

    S
    SamTa1
    Level 2
    July 10, 2020

    Hi Allison

    You can definitely add notes and attachments from SF to a Workfront project. The following scenario illustrates:

    The first module watches for attachments. You could do the same with notes.

    The second module downloads the data, be sure to select attachment for attachment or document if it's a SF document:

    The third module is where I get a projectID. This could be accomplished in many different ways like a search module that returns project ID(s).

    The fourth module uploads to WF:

    Notice the "Source file" field. Fusion is smart enough to recognize what modules have file outputs and you just need to select the SF download module.

    Hope that helps

    A
    AllisonSiAuthor
    Level 2
    August 12, 2020

    Thanks Sam!

    This is very helpful. I'm specifically trying to get Notes from certain Opps to be moved to certain projects, as part of an already existing scenario.

    How can I integrate this? My current scenario has a trigger module already, so I can't use the "watch for record"

    I'd like to take Notes from the Opp that triggers the scenario and upload it to the created project.

    Thanks!

    aearle
    Adobe Champion
    aearleAdobe Champion
    Adobe Champion
    January 16, 2024

    Have you used the scenario where you "search for a document vs watching a record after creating a project? I am not getting my scenario to work.

     

     

     

    My search module is failing as I have an attachment added to the Opportunity, but I am unsure what needs to connect to upload to the WF project in the beginning of the scenario. 

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